This kind of consumables by 18 regions with volume procurement domestic market share will increase

18 regions with volume procurementAccording to Saibai Blue equipment combing, there are currently 18 regions for dialysis supplies with volume procurement, including Shanxi, Shandong Seven City, Henan Eight City County, Chongqing City South Bank District, Guizhou Minnan City.On December 21st, according to the official website of the Minnan State Government, after volume procurement, the final overall decline of medical supplies for blood purification in Minnan State was 41.14 percent, with a maximum drop of 57 percent per pack.On December 20, Dongying City Health Insurance Bureau issued a notice showing that from January 8, 2021, the implementation of Zibo -Qingdao-Dongying-Yantai-Weihai-Binzhou-Texas seven cities part of the medical supplies belt procurement results - orthopaedic trauma products fell by an average of 67.3%, of which the largest decline of 94% for individual products;December 3, according to Shanxi Provincial Health Insurance Bureau news, at the beginning of the year Shanxi selected intravenous retention needles, hemodialysis devices, disposable infusions and other low-value medical supplies, to carry out centralized volume procurement, the province's average decline of more than 55%.On November 6, Xinxiang City, Henan Province, medicine and medical supplies centralized procurement platform issued a notice, announced the development of Xinxiang City, Jiaocheng City, Anyang City, Sanmenxia City, Puyang City, Hebi City, Changyu City, Slip County and other eight cities (counties) medical supplies alliance centralized procurement work, procurement of up to 25 varieties, including hemodialysis, absorbable stitches and other medical supplies.In June this year, Chongqing South Bank District Health Insurance Bureau announced hemodialysis devices (including circuit tubes and other hemodialysis devices) and other 6 categories of 58 product standard supplies with the procurement results: domestic hollow fiber dialysis device down to 35 yuan, imports down to 73.2 yuan;A well-known equipment enterprises in the field of hemodialysis senior person said that the use of dialysis supplies, medical insurance costs are also large, and dialysis technology has a hundred years of history, dialysis machines also have about 70 years of application experience, products and use are more mature, this may be the reason for the choice of dialysis supplies for volume procurement.According to estimates by the Institute of Medical Research, there are currently 710,000 patients with end-stage kidney disease who receive hemodialysis treatment, with an average of 130 dialysis sessions per person per year, or about 92.3 million per person per week. Year (currently more than 3 million patients with end-stage kidney disease in China), based on the treatment price of 240 yuan per treatment (the patient's personal burden part), the actual expenditure on blood purification treatment in 2019 more than 22.2 billion yuan.

2, domestic market share will increaseIt is understood that hemodialysis, also known as artificial kidney, kidney dialysis or kidney washing, the upper end of the industrial chain is hemodialysis equipment, including dialysis lines, dialysis machines, dialysis machines and dialysis powder / liquid and dialysis pipeline.According to the forward-looking industry research institute data, from the 2019 industry market structure, dialysis accounted for 58.39 percent of the market size, pipeline / puncture needle, dialysis powder accounted for 17.90 percent and 13.43 percent, dialysis machine accounted for 9.70 percent, dialysis catheter accounted for 0.58 percent.The above-mentioned industry analysis of Cypress blue equipment, dialysis supplies products more mature the most direct embodiment, is the process of domestic replacement faster.However, there is a certain gap between domestic dialysis supplies and imports, and the quality may not be stable. Domestic supplies can also be used in clinical, but domestic and imported products packaging costs are basically the same, some provinces may have differences, then from the patient's point of view, spend the same money is certainly willing to use imports.According to China Industrial Information Network data, China's hemodialysis industry domestic brands accounted for about 30%, foreign brands market share accounted for 70%;The above-mentioned industry further analysis, in fact, the main problem of domestic dialysis in the market level, there are products but market share is small, so many domestic brands are eager to try, looking forward to relying on the volume of procurement to seize the market.Volume procurement will have an impact on the market pattern of dialysis supplies, but the impact of the size also depends on the strength of volume procurement and the price strategy of each brand, it is expected that the market share of domestic brands will be significantly increased, imported products may gradually move towards localization.   In terms of global markets, Fessenjus and Baitt rank among the top two markets in dialysis, blood concentrate and dialysis pipelines, according to forward-looking industry research. Domestic enterprises such as Shandong Weigao (dialysis machine, dialysis powder / liquid, dialysis machine) and Guangzhou Bain (dialysis pipeline, dialysis) have also started the process of product line layout.   According to the Forward-Looking Industry Research Institute, the superimposing of the product line of hemolysis can produce synergies, improve the efficiency of channel utilization and strengthen the stickiness of the terminal, so the layout of hemodynamic product line is the future development trend. (
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